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Where next for Asia? As companies and countries across the continent adapt to China’s slowdown, opportunities are emerging. Portfolio managers ADA CHAN and SAMIR MEHTA explain ASIAN economies are shaking…
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Earnings season results indicate a positive outlook for the Australian economy. That’s good news for stocks, says Pendal’s head of equities CRISPIN MURRAY A DIMINISHING threat of recession in Australia…
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Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by investment specialist Chris Adams SOME elements of the current investment landscape are finely…
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Late-cycle dynamics can be tricky to navigate. Here are five tactics Pendal’s head of income strategies AMY XIE PATRICK is considering for the path ahead EQUITY markets seem to have…
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Active small-cap managers are delivering strong returns despite index underperformance. Pendal portfolio managers LEWIS EDGLEY and PATRICK TEODOROWSKI explain why IS IT time to invest in ASX-listed small caps? It’s…
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The latest GDP data shows a weak Australian economy, but the numbers should pick up from here, says Pendal’s head of government bonds TIM HEXT TODAY’S June quarter GDP numbers paint a reasonably…
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Despite a cloudy narrative, Pendal’s emerging markets team remains overweight in Chinese equities via a highly selective set of stocks. Here, they explain why THERE’S been a lot of focus…
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Here are the main factors driving the ASX this week, according to Aussie equities analyst and portfolio manager ELISE MCKAY. Reported by portfolio specialist Chris Adams REPORTING season has shown that…
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Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams MARKETS continued trailing back toward their July…
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What can we learn from the latest RBA meeting minutes? Head of government bond strategies TIM HEXT offers readers a look inside the meeting of “two-handed” economists IF anyone complains about RBA…